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Started week
Friday PM
Change
Change %
ytd
DJIA
16086.46
16345.5
259.04
1.61%
-8.29%
NASDAQ
4574.59
4577.28
2.69
0.06%
-3.16%
RUSSELL 2000
1019.43
1023.62
4.19
0.41%
-15.03%
S&P 500
1906.28
1925.23
18.95
0.99%
-6.49%
74.20%
Stocks Overvalued
25.80%
41.73%
7.55%
SECTOR OVERVIEW
Sector
Change
MTD
YTD
Valuation
Last 12-M
Return
P/E
Ratio
Aerospace
0.25%
-9.33%
-9.33%
11.53% undervalued
-15.55%
18.32
Auto-Tires-Trucks
-0.32%
-12.90%
-12.90%
24.52% undervalued
-21.32%
10.78
Basic Materials
0.22%
-10.94%
-10.96%
23.44% undervalued
-28.97%
21.69
Business Services
0.52%
-7.32%
-7.32%
10.57% undervalued
-12.72%
21.9
-0.57%
-8.56%
-7.27%
10.35% undervalued
-10.97%
26.67
Construction
0.00%
-10.41%
-10.41%
22.24% undervalued
-15.49%
17.09
Consumer Discretionary
0.32%
-7.87%
-7.87%
14.42% undervalued
-11.46%
22.31
Consumer Staples
0.90%
-4.48%
-4.48%
1.40% undervalued
-6.16%
22.42
Finance
0.29%
-8.38%
-8.38%
11.09% undervalued
-9.05%
14.87
Industrial Products
-0.18%
-9.11%
-9.11%
14.36% undervalued
-14.66%
16.57
Medical
-1.96%
-13.55%
-13.55%
18.54% undervalued
-18.21%
25.36
Multi-Sector Conglomerates
0.18%
-9.83%
-9.83%
11.88% undervalued
-18.76%
15.31
Oils-Energy
3.36%
-10.62%
-10.62%
22.38% undervalued
-39.13%
20.29
Retail-Wholesale
-0.47%
-8.32%
-8.32%
15.34% undervalued
-17.35%
21.63
Transportation
0.01%
-11.04%
-11.04%
27.30% undervalued
-32.30%
12.37
Utilities
1.21%
-4.14%
-4.14%
2.72% undervalued
-11.80%
21.76
Company Name
Market Price
Valuation(%)
Last 12-Mon
Retn(%)
CALM
CAL-MAINE FOODS
48.91
7.05%
34.85%
OME
OMEGA PROTEIN
20.12
-13.99%
82.74%
CSV
CARRIAGE SVCS-A
22.05
-15.10%
4.75%
HELE
HELEN OF TROY
85.57
-3.05%
14.34%
RAI
REYNOLDS AMER
45.7
-34.25%
32.91%
Company Name
Market Price
Valuation
CALM
CAL-MAINE FOODS
48.91
7.05%
34.85%
OME
OMEGA PROTEIN
20.12
-13.99%
82.74%
CSV
CARRIAGE SVCS-A
22.05
-15.10%
4.75%
HELE
HELEN OF TROY
85.57
-3.05%
14.34%
RAI
REYNOLDS AMER
45.7
-34.25%
32.91%
Company Name
Market Price
Valuation
RAI
REYNOLDS AMER
45.7
-34.25%
32.91%
CALM
CAL-MAINE FOODS
48.91
7.05%
34.85%
OME
OMEGA PROTEIN
20.12
-13.99%
82.74%
TSN
TYSON FOODS A
51.01
10.95%
25.30%
HELE
HELEN OF TROY
85.57
-3.05%
14.34%
Company Name
Market Price
Valuation
PRMW
PRIMO WATER CP
8.09
60.89%
99.51%
TAP
MOLSON COORS-B
86.57
49.53%
12.93%
LANC
LANCASTER COLON
116.83
33.16%
25.65%
STZ
CONSTELLATN BRD
143.45
25.51%
29.78%
CLX
CLOROX CO
125.89
25.31%
15.69%
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ValuEngine Forecast
Target
Price*
Expected
Return
1-Month
6.80
-0.29%
3-Month
6.62
-2.97%
6-Month
6.42
-5.84%
1-Year
6.58
-3.48%
2-Year
4.74
-30.52%
3-Year
2.80
-58.95%
66.48% undervalued
Valuation Rank(?)
-0.29%
12-M Return
-8.58%
Momentum Rank(?)
94
29
62
Sharpe Ratio
-0.64
21
-31.59%
23
Volatility
49.63%
Volatility Rank(?)
73.64%
2.08
Size Rank
35
83
77
n/a
15
n/a
n/a
PEG Ratio
0.07
Price/Sales
0.17
Price/Sales Rank(?)
Market/Book
1.34
Market/Book Rank(?)
Beta
1.20
Beta Rank
Alpha
0.04
Alpha Rank
86
93
60
32
71
While the company reported higher sales to China than elsewhere, those
numbers were also down when compared to the past fiscal year. Apple noted that
sales were harmed in foreign markets--which are hugely important to the company-due to the stronger US dollar.
Luca Maestri, Apple CFO, noted that "record sales and strong margins drove
all-time records for net income and EPS in spite of a very difficult macroeconomic
environment." Tim Cook, the CEO, also noted the tough global environment and said
earnings were impacted by "extreme conditions unlike anything we've experienced
before just about anywhere we look."
The shares declined in aftermarket trading last night, and they are now down
even more. As expected, the relatively bad news from Apple hurt the market as those
results, along with bad reports from Boeing, served to further fuel doubts about the
health of the global economy.
Of course, this stock is a powerhouse. They retain a massive cash reserve on
their balance sheet. And a "bad" Apple is still a huge company with oversized
revenues. But, if he explosive growth phase is over, then investors will need to adjust
their expectations. Regardless, it will take a while for changes in guidance, analysts
estimates, and share price fluctuations to work their way through our systems.
Share (EPS), the analyst consensus estimate of the company's future 12month EPS, and the 30-year Treasury yield are all used to create a more
accurate reflection of a company's fair value. A total of eleven additional
firm specific variables are also used. The ValuEngine View portfolio is
constructed by integrating both our Aggressive Growthbased on the
Valuation Model--and Diversified Growthbased on the Forecast Model-Portfolio Strategies.
The ValuEngine View Strategy is constructed by integrating this model along
with some basic rules for market capitalization and industry diversification.
The portfolio has 15 stocks and is rebalanced once each month.
Automatically Trade Our Portfolio Strategies ValuEngine Market Neutral
Strategy: The ValuEngine Market Neutral Strategy is the product of
ValuEngine's Forecast Model. This model was developed by a team of PhD's
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synthesize the data, and then come up with a sector-diverse list of our best
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The ValuEngine Market Neutral Strategy utilizes Forecast Model outputs
along with market capitalization, price, and sector diversification rules to
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